At a Glance
- Tasks: Support financial planners and manage client relationships for top-notch service.
- Company: Craven Street Wealth, a growing firm in Bedford with a dynamic team.
- Benefits: Full-time role with flexible working patterns and opportunities for growth.
- Other info: Train junior staff and drive improvements in a supportive environment.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: Motivated individuals with strong communication and organisational skills.
The predicted salary is between 29700 - 36300 £ per year.
Craven Street Wealth in Bedford is seeking a highly motivated Client Services Senior Executive to join the growing Client Services team.
You will support financial planners and colleagues to administer new and existing client business, ensuring accurate records and compliant processes.
The role offers full-time permanent employment with some flexibility in working patterns.
You will train junior staff, help drive improvements, and maintain strong client relationships to deliver excellent service.
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Client Services Senior Executive — Wealth Management in Sandy employer: Craven Street Wealth
Craven Street Wealth is an exceptional employer located in Bedford, offering a dynamic work environment where you can thrive as a Client Services Senior Executive. With a strong emphasis on employee development, you will have the opportunity to train junior staff and drive improvements while enjoying flexible working patterns. Our commitment to maintaining strong client relationships ensures that you will be part of a team dedicated to delivering excellent service in the wealth management sector.
